Case status
Update the current case state and record why it changed.
Status history
3 change(s)-
DRAFT
Case opened from customer inquiry.
Changed by Natalie -
COLLECTING_INFO
Sent document checklist to client.
Changed by Natalie -
DOCUMENTS_UNDER_REVIEW
All documents received; reviewing insurance certificate expiration.
Changed by Natalie
Case notes
Keep decisions, changes, and follow-ups in one chronological journal.
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Client confirmed they are not changing insurance carriers this year. Insurance certificate expires 2026-12-31 -- fine for now, flag for renewal reminder closer to year-end.